JNBA Financial Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History

JNBA Financial Advisors’s Portfolio HYG Stock Details HYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-650,490	Closed	-$56.8M	–	862
2016 Q3	$56.8M	Buy	+650,490	New	+$56M	8.29%	3
2016 Q2	–	Sell	-155	Closed	-$13K	–	530
2016 Q1	$13K	Buy	155 +150	+3,000%	+$11.9K	﹤0.01%	323
2015 Q4	$0	Hold	5	–	–	﹤0.01%	529
2015 Q3	$0	Hold	5	–	–	﹤0.01%	537
2015 Q2	$0	Hold	5	–	–	﹤0.01%	532
2015 Q1	$0	Hold	5	–	–	﹤0.01%	543
2014 Q4	$0	Hold	5	–	–	﹤0.01%	571
2014 Q3	$0	Hold	5	–	–	﹤0.01%	596
2014 Q2	$0	Hold	5	–	–	﹤0.01%	510
2014 Q1	$0	Hold	5	–	–	﹤0.01%	484
2013 Q4	$0	Hold	5	–	–	﹤0.01%	443
2013 Q3	$0	Buy	+5	New	+$459	﹤0.01%	435

Other funds holding HYG

BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JNBA Financial Advisors's HYG Position: Q4 2016 in Review

JNBA Financial Advisors sold out of iShares iBoxx $ High Yield Corporate Bond ETF (HYG) in Q4 2016, closing a stake of 650,490 shares — an estimated $56.8M sold.

JNBA Financial Advisors first reported a position in HYG in Q3 2013 and held it in 12 quarters. The position peaked at $56.8M in Q3 2016. 570 funds tracked by Wall St. Rank hold HYG as of Q4 2016.

JNBA Financial Advisors reported no remaining iShares iBoxx $ High Yield Corporate Bond ETF position as of Q4 2016 after selling out during the quarter.
JNBA Financial Advisors sold 650,490 iShares iBoxx $ High Yield Corporate Bond ETF shares in Q4 2016, an estimated $56.8M.
JNBA Financial Advisors first reported a position in iShares iBoxx $ High Yield Corporate Bond ETF in Q3 2013 and held it in 12 quarters.
JNBA Financial Advisors's iShares iBoxx $ High Yield Corporate Bond ETF position peaked at $56.8M in Q3 2016.
570 funds tracked by Wall St. Rank held iShares iBoxx $ High Yield Corporate Bond ETF as of Q4 2016.

Based on JNBA Financial Advisors's 13F filing for Q4 2016, filed 3 Feb 2017.